Consolidated Account Statement if a customer is also a vendor and vice versa
Create an AR and AP consolidated Account Statement if both the AR part id and the AP party id is linked to each other. I know that we can reclassify a credit balance to the vendor side but they were actually looking for a consolidated Account Statement showing open and not settled transactions...
Set invoice date for all invoices in Batch Invoicing
Current Design In D365 standard functionality does not allow you to update the invoice date on all selected invoices in a batch, each invoice needs to be selected and the date changed on it individually before submitting to the batch. The same applies when confirming multiple sales order and c...
Ënable Direct Delivery for item requirement sales orders
Description:
It is not possible to activate the Direct delivery mode at the item requirement sales order line level. Instead the classic marking can be used and open a purchase order through the Create purchase order button. Then the purchase order needs to be manually u...
Define default description for Revenue Recognition transactions
It is not possible to design/define the default description for Revenue Recognition transactions. I would be nice to have the same possibility to define these transaction text like the rest of the transactions within D365FO.
Prepayment support for consolidated sales order invoice
Issue Description
The customer would like to post a consolidated sales order invoice that combines multiple sales orders into a single invoice.
In this scenario, each sales order has its own customer prepayment. However, the current consolidated sa...
Make attachments stored against an invoice available on the customer transactions page
When attaching a document to a customer invoice it does not surface on the customer transactions page. When following the same process for vendor invoices, the attachment does surface on the vendor transactions page. There is a different product team for Accounts Receivable and Accounts Payabl...
Add parameter in Accounts Receivable parameters to select whether customer payment proposal uses the bank account on the invoice or from the customer record
When a sales order invoice is posted, the system stores the customer bank account that was configured as the default at the time of invoicing.
If the customer’s default bank account is changed after the invoice has been posted, the bank account selected during settlement depends on how t...
Suppress not applicable warning messages when generating e-invoice
When using the legacy e-invoice functionality via electronic reporting jobs the system throws unnecessary warning messages when the e-invoice document is generated. Such as:
- Field Contact name must be filled in.
- Field Primary contact does not exist in table Custom...
STATUS DETAILSNew
Commissions calculation not performed for item requirements
The issue is that we are trying to get the same commission transaction that we can reach in the D365 sales and marketing module also in the project accounting and management module. When the invoice is posted from the item requirement (project module), the system shows no commission transactio...
Deposit Slip - Autogenerate
Enable auto-generation of "Deposit Slip" on Payment journal lines.
- Enable checkbox for "Use Deposit Slip" to be auto-checked across all unposted journal lines wherever a default/designated set of data exists (Method of payment, Bank account, transaction date).
- Enable auto-ge...
STATUS DETAILSNew
Administrator
Thank you for the feedback! We will consider this for future releases. Kristi, Microsoft PM